History
Every receipt your business saved, and every part used from stock. Pick a job for a part that was used without one.
Go to Parts, then History. Two buttons sit at the top:
- Received: every receipt anyone in your business saved, newest first.
- Used: every part anyone used from stock, newest first.
On a computer, the left column holds Received and Used, Search, Add a receipt, and Go to inventory. The list fills the rest of the screen.
Received
On a phone, each receipt shows the vendor, the day it was entered, and the total. Businesses with more than one person also see who entered it. On a bigger screen, each row shows the Vendor, the Date entered, the Receipt date from the receipt, who it was Entered by, and the Total.
Use Search to find a receipt by item name, vendor, the person who entered it, or a date.
A receipt's page
Tap a receipt to open it. It opens over the list, so closing it puts you right back where you were. You'll see:
- The receipt photo. Tap it to see it full size.
- The vendor, dates, and totals.
- Each line: what the receipt said, the quantity and price, the product it matched, and how many are on hand now.
The Match column says how each line was saved:
| Match | Means |
|---|---|
| Attached | Matched to a real product. |
| Unverified | Saved as an unverified item, with the name you typed. |
| Skipped | Kept on the receipt, but not added to stock. |
A saved receipt can't be changed, because the stock already came in.
Used
Tap Used to see every part that left your stock, from Use, a job's page, or a part's page. Each use shows:
- The part's name and how many.
- The date. Businesses with more than one person also see who used it.
- The job it went on. Tap the job to open it.
On a computer, click a row to open its job over the list. Clicking a row with no job opens Assign to job.
A use with no job says No job. To hang it on a job, tap Assign to job and pick the job. Only open jobs are listed. The part then shows on that job's page under Used on this job. On hand doesn't change.